Financial Advisor- Training and Licensing

Financial Advisor - Training and Licensing Provided

Williamsburg, VA - Onsite required

For individuals considering a long-term career transition into financial planning and client advisory work, this position provides the opportunity to build enduring client relationships while developing an independent practice supported by a well-established firm that provides training and development.

• Develop and deliver comprehensive financial plans tailored to clients' long-term goals, including retirement, investment management, risk management, estate planning, and education funding strategies.
• Build and grow a personal book of business by cultivating relationships through networking, referrals, and community engagement.
• Maintain ongoing client relationships by conducting regular reviews, monitoring progress, and adjusting financial strategies as clients' goals and circumstances evolve.
• Educate and guide clients with thoughtful well-informed financial advice while remaining current on industry trends, regulatory requirements and best practices.
• Commit to continuous professional development through firm-sponsored training, mentorship, and ongoing education to enhance advisory expertise and client service.

• NM-Funded Retirement Package and Pension Plan
• Start up Capital - Additional income structure to support training and early development
• Performance Pay
• Renewal income earned for continued client support and policy management
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Competitive and comprehensive medical, vision, and dental plans
• Health, Dental, and Life Insurance and Disability Income Insurance

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